AI
TBIL

Accredited Investors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Accredited Investors’s Portfolio TBIL Stock Details TBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22,534
Closed -$1.13M – 304
2025
Q3 		$1.13M Buy
+22,534
New +$1.12M 0.06% 95

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Accredited Investors's TBIL Position: Q4 2025 in Review

Accredited Investors sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q4 2025, closing a stake of 22,534 shares — an estimated $1.13M sold.

Accredited Investors first reported a position in TBIL in Q3 2025 and held it in 1 quarter. The position peaked at $1.13M in Q3 2025. 306 funds tracked by Wall St. Rank hold TBIL as of Q4 2025.

  • Accredited Investors reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q4 2025 after selling out during the quarter.
  • Accredited Investors sold 22,534 F/m US Treasury 3 Month Bill Fund shares in Q4 2025, an estimated $1.13M.
  • Accredited Investors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and held it in 1 quarter.
  • Accredited Investors's F/m US Treasury 3 Month Bill Fund position peaked at $1.13M in Q3 2025.
  • 306 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2025.

Based on Accredited Investors's 13F filing for Q4 2025, filed 5 Feb 2026.